ubn’s Activity

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ubn replied to the Berkshire Hathaway board. 9:33 AM

Re: IBM

I read the AR and quarterly report. Here is my quick synopsis.

IBM's strategy is to move away from low margin business to high margin business. They got away from the PC and Chip business. They are looking to penetrate in the high margin [more]

Fri Dec 19

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ubn replied to the Berkshire Hathaway board. 10:15 PM

Re: OT: A little wonderful advice

So would you sell BRK here ? At what price will you buy it again ? Market timing is harder than it sounds and it does not work.

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ubn replied to the Berkshire Hathaway board. 9:59 PM

Re: IBM

As an aside, if you own an Apple or Samsung smartphone, you own from 1 to as many as 16 semiconductors manufactured by IBM. The newer your phone model, the more IBM silicon you own. These chips are used mainly for frequency switching and power [more]

Wed Dec 17

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ubn replied to the Berkshire Hathaway board. 9:25 PM

Re: IBM

The thing I'm trying to wrap my head around is whether this is an excellent business at an attractive price, or a mediocre business at a fair price.

Not so sure.


Me too. I am in IT for 20+ years and today I can't think [more]

Tue Dec 16

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ubn posted to the Berkshire Hathaway board. 5:48 PM

IBM

Now at 151. P/E of 12.2 and Forward P/E of 9.

Fri Dec 12

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ubn replied to the Berkshire Hathaway board. 10:50 AM

Re: OT: CBI

Price is down to $44.

Did Warren Buffett buy this company's shares ? Price is now $40.

Sun Nov 23

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ubn replied to the Berkshire Hathaway board. 11:05 AM

Re: Wonder if WEB is bailing on IBM

It may be that Exxon and IBM turn out to be two of the better investments available when they were bought by Berkshire

By any metric BRK was a better investment 3 years ago. In my opinion IBM will continue to have a long gradual [more]

Sat Nov 22

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ubn replied to the Berkshire Hathaway board. 2:53 PM

Re: Wonder if WEB is bailing on IBM

IBM has been a drag on returns compared to the market, but we haven't actually lost any money yet!

He should have bought $10B worth another business that he knows something about - BRK. The stock has doubled in last 3 years form $110k [more]

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Two stars, 250 posts Old School Fool
Board Posts 471
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People who have rec'd these posts 344
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Most Frequent Board Berkshire Hathaway
Very First Post Re: Nortel-Cisco Merger Unlikely (6/23/2004)
Percentage of Posts Rec'd 58.39 %
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